Investing

Displaying 16260 results
FIXED INCOME JUL 24, 2014
The downsides of laddered bond portfolios

By Terry Hults
LIFE INSURANCE AND ANNUITIES JUL 24, 2014
State regulators on high alert for complex investment and insurance sales

Structured products, non-traded REITs and private placements just a few of the products under scrutiny.

By Darla Mercado
RETIREMENT PLANNING JUL 24, 2014
Treasury OK's putting 401(k) and IRA dollars into longevity annuities

The Treasury Department announces a rule that will allow retirement plan participants access to deferred-income annuities, also known as longevity insurance.

By Darla Mercado
MUTUAL FUNDS JUL 24, 2014
Legg Mason fires 62 Batterymarch employees

Legg Mason Inc. is firing 62 Batterymarch Financial Management employees as it combines the affiliate with QS Investors, the global quantitative equity firm it's purchasing this year.

By Matt Ackermann
ALTERNATIVES JUL 23, 2014
Multialt fund: A hedge with its own risks

By Jeff Benjamin
EQUITIES JUL 23, 2014
Barclays pushes back dark pool charges

On Friday's menu: Barclays hits back on dark pool charges. Plus: Seeing the markets through the eyes of regular investors, why young folks should embrace bear markets, discount retailers set to shine, another cheap swipe at mortgage interest deductions, and the SEC hasn't forgotten about those pesky high-speed traders.

By Jeff Benjamin
MUTUAL FUNDS JUL 23, 2014
Money funds get new restrictions aimed at preventing runs

Split SEC votes 3-2 to pass rules on money market funds that end four-year struggle to toughen regulations.

By Bloomberg
ALTERNATIVES JUL 23, 2014
Liquidity events heating up REIT market this summer

New deals are being announced, while others are being completed.

By Bruce Kelly
MUTUAL FUNDS JUL 23, 2014
SEC to vote on money fund reform plan this month: Source

Under new rules, prime money funds to float $1 share price, investors to be charged for withdrawals sometimes.

By Gregory Crawford
EMERGING MARKETS JUL 23, 2014
Investors return to emerging markets as concerns ease

Big ETFs from Vanguard, BlackRock attract more than $7 billion combined since end of March.

By Gregory Crawford
MUTUAL FUNDS JUL 23, 2014
Support eroding for money funds rule as SEC's White pushes vote

One year after the SEC proposed new protections for money-market mutual funds, support is eroding for the agency's plan to rein in the riskiest of them. Dissent among the five commissioners has raised the possibility that a vote on the proposal, currently targeted for late July, could be delayed.

By Gregory Crawford
MUTUAL FUNDS JUL 23, 2014
Sallie Krawcheck and Pax team on women-friendly corporate index fund

The ex-wirehouse executive is throwing her weight and her money behind a revived mutual fund that invests in publicly traded companies that have greater numbers of women in management positions, saying values and returns can align when advisers invest in gender diversity.

By Trevor Hunnicutt
RETIREMENT PLANNING JUL 23, 2014
Former Fidelity COO Reynolds aims to oust former employer from top

Robert Reynolds, who built the industry's biggest 401(k) business while at Fidelity Investments, is seeking a reprise

By Bloomberg
MUTUAL FUNDS JUL 22, 2014
Past performance rules for unrated Gundlach fund

Tit-for-tat with Morningstar leaves DoubleLine Total Return Bond Fund without a rating, but investors can't get enough of it.

By Jeff Benjamin
EQUITIES JUL 22, 2014
Investing lessons from Lebron James

<i>Breakfast with Benjamin:</i> What bond investors can learn from Lebron James. Plus: Gold: It all depends on the Fed; commodities as a geopolitical hedge; investing in women; and golf stocks come up short.

By Jeff Benjamin
EQUITIES JUL 22, 2014
Global consumer confidence soars

Plus: Credit Suisse exits the commodities trading business, Allianz stands by Bill Gross, silver has a golden summer run, three taxes we can all dislike together, and don't let tourist scams rain on your vacation

By Jeff Benjamin
EQUITIES JUL 22, 2014
Something to fear: fear itself

In the world of financial market push-me-pull-you, there is nothing quite like the counterintuitive reality of market volatility, which is currently lower than it has been in years. Commonly dubbed the &#8220;fear index&#8221;, the Chicago Board Options Exchange Volatility Index (VIX) is languishing near its lowest point since 2007. If fear, as measured by volatility, is low, that's a good thing, right? Sort of.

By Jeff Benjamin
ALTERNATIVES JUL 22, 2014
Some advisers using ill-suited benchmarks to measure alts performance

Morningstar survey shows a quarter of advisers look to standard index benchmarks to evaluate 'liquid alts.'

By Trevor Hunnicutt
EQUITIES JUL 22, 2014
Russell rejiggers index benchmarks

On a major trading day, &#8220;passive&#8221; fund managers will be active traders as portfolios change.

By Trevor Hunnicutt
ETFS JUL 22, 2014
Investors hungry for more ETFs

Majority of investors are confident about picking products, others want help.

By CNELSON